BMO icon

Bank of Montreal
BMO

Overview Fund Activity

465 hedge funds and large institutions have $29.4B invested in Bank of Montreal in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
7.33%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
52
Increased
165
Reduced
141
Closed
51
Calls
$679M
Puts
$586M
Net Calls
+$93.2M
Net Calls Change
+$68.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$152M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$144M
4
MSE
MUFG Securities EMEA
United Kingdom
+$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$248M
2
Fidelity International
Fidelity International
Bermuda
-$231M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$205M
4
AM
AGF Management
Ontario, Canada
-$186M
5
Morgan Stanley
Morgan Stanley
New York
-$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
276
Quantinno Capital Management
New York
$437K -$144K -1,595 -25%
Prudential Financial
277
Prudential Financial
New Jersey
$431K – – –
Barclays
278
Barclays
United Kingdom
$427K -$2.62M -29,032 -86%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$426K +$426K +4,712 New
PP
280
Pacifica Partners
Canada
$424K +$15K +165 +4%
ACM
281
Avalon Capital Management
California
$415K – – –
ECM
282
Evergreen Capital Management
Washington
$411K +$23.3K +258 +6%
TWM
283
Tradition Wealth Management
Minnesota
$411K -$86.9K -962 -17%
Credit Agricole
284
Credit Agricole
France
$405K – – –
RP
285
Rowlandmiller & Partners
Georgia
$404K – – –
AFP
286
Ausdal Financial Partners
Iowa
$402K +$402K +4,453 New
IF
287
Intrua Financial
Texas
$401K +$105K +1,159 +35%
SWM
288
Silverlake Wealth Management
Vermont
$401K +$18.5K +205 +5%
Allspring Global Investments
289
Allspring Global Investments
North Carolina
$399K – – –
DMIC
290
Dixon Mitchell Investment Counsel
British Columbia, Canada
$390K – – –
BFEC
291
Benjamin F. Edwards & Company
Missouri
$389K +$57K +631 +17%
CSPIA
292
Cary Street Partners Investment Advisory
Virginia
$388K +$54.2K +600 +16%
BFO
293
Biltmore Family Office
North Carolina
$387K -$632 -7 -0.2%
PI
294
PineBridge Investments
New York
$386K +$386K +3,230 New
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$376K +$3.07K +34 +0.8%
TCOV
296
Trust Company of Vermont
Vermont
$372K -$14.4K -159 -4%
GVAG
297
Great Valley Advisor Group
Delaware
$369K +$8.67K +96 +2%
CB
298
Commerce Bank
Missouri
$366K +$452 +5 +0.1%
FRM
299
Fox Run Management
Connecticut
$366K +$366K +4,052 New
WPW
300
Watershed Private Wealth
Illinois
$361K – – –
10 11
12
13 14